| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASEDENA, CA 31101 | AETNA | $17K | $0 | $17K | 2.47% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 100 NORTH 1ST SUITE 301 BURBANK, CA 91502 | AETNA | $17K | $0 | $17K | 2.45% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD & BROWN INS ADMIN, INC. | 721 S PARKER SUITE 300 ORANGE, CA 92868 | AETNA | $13K | $0 | $13K | 1.97% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 100 NORTH 1ST SUITE 301 BURBANK, CA 91502 | AETNA | $6K | $0 | $6K | 3.25% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASEDENA, CA 31101 | AETNA | $5K | $0 | $5K | 2.78% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASADENA, CA 91101 | UNITED OF OMAHA LIFE INSURANCE CO | $4K | $0 | $4K | 15.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASADENA, CA 91101 | UNITED OF OMAHA LIFE INSURANCE CO | $2K | $0 | $2K | 15.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASADENA, CA 91101 | UNITED OF OMAHA LIFE INSURANCE CO | $2K | $0 | $2K | 15.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASADENA, CA 91101 | UNITED OF OMAHA LIFE INSURANCE CO | $2K | $0 | $2K | 15.00% |
| CUSTOM EMPLOYEE BENEFITS3 Filed as: CUSTOM EMPLOYEE BENEFITS INSURANCE | PO BOX 1250 SUNSET BEACH, CA 90742 | SUN LIFE FINANCIAL | $814 | $0 | $814 | 10.00% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 301 E COLORADO BLVD SUITE 200 PASADENA, CA 91101 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $458 | $0 | $458 | 9.99% |
| ABRAMS MARKETING INC3 | 9538 W PICO BLVD LOS ANGELES, CA 90035 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $388 | $12 | $400 | 8.72% |
| JOYCE A MORENO-PERALTA3 Filed as: JOYCE ANN MORENO | 13512 BROMWICH ARLETA, CA 91331 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $350 | $0 | $350 | 7.63% |
| TAMARA DENISE CHEZICK3 | 10020 MASON CHATSWORTH, CA 91311 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $19 | $2 | $21 | 0.46% |
| ABRAMS MARKETING INC3 Filed as: ABRAMS MARKETING, INC. | 9538 W PICO BLVD LOS ANGELES, CA 90035 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $194 | $0 | $194 | 8.02% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 301 E COLORADO BLVD SUITE 200 PASADENA, CA 91101 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $132 | $0 | $132 | 5.46% |
| TAMARA DENISE CHEZICK3 | 10020 MASON CHARTSWORTH, CA 91311 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $113 | $0 | $113 | 4.67% |
| WESTERN HEALTH INSURANCE SERVICES3 Filed as: WESTERN HEALTH INSURANCE SEVICES I | 3605 LONG BEACH BLVD LONG BEACH, CA 90807 | COLONIAL LIFE & ACCIDENT INSURANCE CO | $68 | $0 | $68 | 2.81% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 96 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 96 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA | 115 | $176K |
| Life insurance(5 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE CO | 113 | $42K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE CO | 29 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE CO | 26 | $24K |
| Other | UNITED OF OMAHA LIFE INSURANCE CO | 31 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 128 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.